Cal State Fullerton Alumni
Deans Honor Lists & International Honor Society member
Volunteers at Venice Church & Habitat for Humanity
Co-owner of a publicly-traded small business
Enjoys backpacking, fishing & skiing
Will video conference with clients to make it easier
Mark has grown up and lived up and down the Southern California coast. Mark followed in his father’s footsteps, graduating from California State University, Fullerton on the Dean’s Honors List and as a member of the Golden Key International Honor Society.
After graduating with his Bachelors in Fine Art, following his entrepreneurial spirit, Mark started his own business designing and manufacturing consumer goods. In 2008, Mark exercised his exit strategy and sold the publicly traded portion of the business. Through his experience of building a business from the ground up, Mark knows the importance of having a solid financial plan. This facilitated a smooth transition into the financial services field and his current career path.
Mark maintains a passion to understand and empower others to live their best life. Mark believes that with focus, diligence and doing “the work” over time, clients can work towards their financial objectives. Mark’s professional commitment to provide comprehensive financial coaching and leadership to each of his clients pushes him to design strategies that seek to help his clients ultimately make their most important financial goals become a reality.
Mark lives on the west side of Los Angeles and enjoys spending time with his wife, Michelle, and adventures with their two children Vonn and Ava. Mark volunteers at his church, in local community projects and with Habitat for Humanity. He also enjoys time communing with nature backpacking, fishing, skiing and creating various artistic projects.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
In addition to awareness, you need action. You need focused, decisive and immediate action to see change and to get yourself back on the road to financial independence.
FIRE (Financial Independence, Retire Early) is trending as a new financial lifestyle. FIRE promotes extreme savings in your 20s, 30s and 40s, with the goal of being able to live off passive income from the accumulated nest egg much earlier than typical retirement age.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.